Tru Cooperative Bank Business Banking Advisor (Mission)

Tru Cooperative Bank Business Banking Advisor (Mission)

19 Aug
|
First West Credit Union
|
Mission

19 Aug

First West Credit Union

Mission

Advance your career as a Business Banking Advisor at Tru Cooperative Bank, servicing the Mission and Abbotsford areas. This role prioritizes managing business portfolios, offering tailored advice, and driving growth. As a Business Banking Advisor, you will cultivate and expand relationships with business members, addressing their banking and wealth management needs.

Your role involves crafting sales strategies and providing exceptional service to meet departmental objectives. Key Responsibilities:

- Develop and implement sales plans for new business opportunities
- Manage a portfolio while meeting members' financial requirements
- Offer continuous advisory services and initiative referrals
- Conduct annual assessments of banking member accounts
- Address delinquent accounts and maximize recovery outcomes Requirements:
- Bachelor's Degree in Business or equivalent experience
- Required completion of TCB certification
- Mutual Funds License necessary
- Minimum of 4 years in business/commercial lending experience
- Solid time management and adaptability skills Leverage your sales expertise and relationship skills to excel as a Business Banking Advisor with Tru Cooperative Bank.

📌 Tru Cooperative Bank Business Banking Advisor (Mission)
🏢 First West Credit Union
📍 Mission

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